Filed December 15, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS3+ years Service code 28 · EIN 20-4668732 | Investment Management | $58,710 |
K&L GATES1 year Filed as: K&L GATES, LLP Service code 29 · EIN 25-0921018 | Legal | $9,839 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,818 | $98,180+49.5% | $63,018+133.0% | $177,276-17.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 74.8%+25.2pp |
| Annual return | 15.70% | 16.81%-1.1pp | 87.63%-71.9pp | 21.25%-5.6pp |
| Employer contribution / active EE | $8,908 | $3,885+129.3% | $2,761+222.7% | $2,479+259.4% |
| Participant deferral / active EE | $2,481 | $3,805-34.8% | $3,330-25.5% | $3,881-36.1% |
| Admin fee / account holder | $1 | $31-96.7% | $3,601-100.0% | $154-99.3% |